Latest / AnyMessages · Daily Podcast
AI Long-Term Contracts Lock In Memory Supply, End of Cheap Consumer RAM
Micron, Samsung, and SK Hynix have locked 50–70% of their capacity into 3–5 year long-term agreements, potentially killing the boom-and-bust cycle that once defined consumer memory pricing.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.